Unclaimed
Christy M. Silvanic is a financial professional at Charles Schwab & Co., Inc. Christy has been in the financial services industry since 2012. Christy is licensed as a Financial and Operations Principal and holds a Series 27 license. In addition, Christy has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Christy has been with Charles Schwab since 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
09/12/2012 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BC
Issued 09/11/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Christy Silvanic is the right advisor for you? Invested Better is here to help.